Manage Client Cards on File & Gift Cards
To manage a client's cards on file and gift cards from the client profile, go to the Clients screen and select a client. Select the Credit/Gift Cards tab.
You must have your Stripe payment account linked to Mangomint to add cards on file. If Stripe is not linked, the Credit/Gift Cards tab will be called Gift Cards. The Gift Cards tab will not be visible if the Gift Cards app is not enabled.
Cards on file
If the client has credit cards on file, they will appear in the Credit Cards section. Click Add Credit Card to add a new card on file.
If the client has purchased or owns any gift cards, they will appear in the Gift Cards section. You can see the balance on the card, the purchase date, and any notes that were added. You can also view a client’s gift cards on the Gift Cards screen.